EPISODE · Sep 25, 2018 · 43 MIN
The Retirement Clinic-9/22/18-Countdown to Retirement
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Joe Still and Aaron Spitzner join Jeff Kowal to discuss creating a five-year plan leading into retirement as well as a potential risk to retirement savings that many investors overlook. The team discusses why millennials are on track for a better retirement outcome, as well as the strategy behind See-Through Trusts and IRAs.
What this episode covers
Joe Still and Aaron Spitzner join Jeff Kowal to discuss creating a five-year plan leading into retirement as well as a potential risk to retirement savings that many investors overlook. The team discusses why millennials are on track for a better retirement outcome, as well as the strategy behind See-Through Trusts and IRAs.
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The Retirement Clinic-9/22/18-Countdown to Retirement
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